49 Wealth Management’s Oracle ORCL Stock Holding History

49 Wealth Management’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.13M	Sell	7,680 -1,272	-14%	-$231K	0.21%	72
2026 Q1	$1.32M	Buy	8,952 +552	+7%	+$89.7K	0.1%	57
2025 Q4	$1.64M	Buy	8,400 +1,756	+26%	+$418K	0.13%	52
2025 Q3	$1.87M	Buy	6,644 +307	+5%	+$78.2K	0.18%	38
2025 Q2	$1.39M	Sell	6,337 -147	-2%	-$23.7K	0.15%	43
2025 Q1	$907K	Buy	6,484 +708	+12%	+$115K	0.11%	64
2024 Q4	$963K	Buy	5,776 +1,330	+30%	+$236K	0.14%	54
2024 Q3	$758K	Buy	4,446 +2,142	+93%	+$310K	0.12%	64
2024 Q2	$330K	Buy	+2,304	New	+$286K	0.07%	109

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

49 Wealth Management's ORCL Position: Q2 2026 in Review

49 Wealth Management reduced its Oracle (ORCL) stake by 14% in Q2 2026, selling an estimated $231K and leaving 7,680 shares worth $1.13M. The position accounts for 0.21% of the portfolio, ranked #72.

49 Wealth Management first reported a position in ORCL in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.87M in Q3 2025. 3,521 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

49 Wealth Management held 7,680 shares of Oracle worth $1.13M as of Q2 2026.
49 Wealth Management sold 1,272 Oracle shares in Q2 2026, an estimated $231K.
Oracle made up 0.21% of 49 Wealth Management's portfolio in Q2 2026, its #72 holding.
49 Wealth Management first reported a position in Oracle in Q2 2024 and has held it in 9 quarters since.
49 Wealth Management's Oracle position peaked at $1.87M in Q3 2025.
3,521 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.